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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
751
Resonant Capital Advisors
Wisconsin
$237K +$222K +1,790 New
BA
752
Bristlecone Advisors
Washington
$237K +$223K +1,792 New
BTI
753
Blue Trust Inc
Georgia
$235K +$7.7K +62 +4%
FAIM
754
Financial Advocates Investment Management
Washington
$232K +$218K +1,754 New
NI
755
NDVR Inc
Massachusetts
$230K +$216K +1,743 New
VAG
756
VisionPoint Advisory Group
Texas
$228K +$214K +1,726 New
SSA
757
South Street Advisors
New York
$225K +$211K +1,700 New
BP
758
BBR Partners
New York
$223K +$210K +1,688 New
WF
759
Wayfinding Financial
Washington
$218K +$205K +1,648 New
MG
760
Mather Group
Illinois
$218K +$205K +1,649 New
NGA
761
Naples Global Advisors
Florida
$217K +$204K +1,643 New
IP
762
Ignite Planners
California
$217K +$204K +1,640 New
FC
763
Franchise Capital
Cayman Islands
$217K +$42.2K +340 +26%
KFI
764
Key Financial Inc
Pennsylvania
$216K – – –
BS
765
Banco Santander
Spain
$212K +$199K +1,601 New
CA
766
Commerzbank Aktiengesellschaft
Germany
$211K +$198K +1,594 New
MFA
767
Mayflower Financial Advisors
Massachusetts
$210K +$197K +1,590 New
EWA
768
Evolution Wealth Advisors
Florida
$207K +$194K +1,563 New
PCMC
769
Paragon Capital Management (Colorado)
Colorado
$206K +$194K +1,560 New
VBA
770
von Borstel & Associates
Oregon
$206K +$214K +1,721 New
FHA
771
Flagship Harbor Advisors
Massachusetts
$206K +$194K +1,558 New
FFP
772
FourThought Financial Partners
Florida
$205K +$193K +1,552 New
WSFS
773
Wilmington Savings Fund Society
Delaware
$204K -$11.8K -95 -6%
RBFC
774
Roman Butler Fullerton & Co
Missouri
$203K -$9.94K -80 -4%
FCG
775
Fielder Capital Group
Tennessee
$203K +$190K +1,533 New
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31
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